See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,685 | $48,570-16.2% | $130,648-68.9% | $72,985-44.3% |
| Participation rate | 57.1% | 58.6%-1.4pp | 71.7%-14.6pp | 69.5%-12.3pp |
| Annual return | 21.41% | 38.63%-17.2pp | 1708.96%-1687.5pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,523 | $1,334+14.2% | $4,092-62.8% | $2,440-37.6% |
| Participant deferral / active EE | $1,683 | $2,384-29.4% | $3,603-53.3% | $3,607-53.3% |
| Admin fee / account holder | $4,633 | $3,549+30.6% | $5,464-15.2% | $5,124-9.6% |